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BankPlus, Gross Fiduciary and Related Services Income

2023-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0004
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,174,000285
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,387,00058
YTD Gross Income employee benefit defined benefit$44,000180
YTD Gross Income from other retirement accounts$1,361,000132
YTD Gross Income corporate trust and agency$255,00048
Investment management and investment advisory agency accounts income$2,092,000227
Foundation and endowment and agency accounts income$248,000186
YTD Gross income other trust and agency accounts$0113
YTD Gross income custody and safekeeping agency accounts$103,000236
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$7,664,000210
YTD fiduciary expense (Dec. only)$5,934,000194
YTD fiduciary net loss (Dec. only)$2,000195
YTD fiduciary intracompany income (Dec. only)$219,00085
YTD net fiduciary income (Dec. only)$1,947,000212
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0005
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$874,000259
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,768,00058
YTD Gross Income employee benefit defined benefit$34,000178
YTD Gross Income from other retirement accounts$1,000,000129
YTD Gross Income corporate trust and agency$162,00046
Investment management and investment advisory agency accounts income$1,552,000223
Foundation and endowment and agency accounts income$186,000165
YTD Gross income other trust and agency accounts$090
YTD Gross income custody and safekeeping agency accounts$78,000221
YTD Gross income other trust accounts$0170
Gross Fiduciary activities income$5,654,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0003
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$589,000281
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,115,00060
YTD Gross Income employee benefit defined benefit$20,000187
YTD Gross Income from other retirement accounts$642,000130
YTD Gross Income corporate trust and agency$40,00058
Investment management and investment advisory agency accounts income$991,000226
Foundation and endowment and agency accounts income$120,000181
YTD Gross income other trust and agency accounts$0100
YTD Gross income custody and safekeeping agency accounts$52,000225
YTD Gross income other trust accounts$0195
Gross Fiduciary activities income$3,569,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2023-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$274,000275
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$553,00060
YTD Gross Income employee benefit defined benefit$8,000140
YTD Gross Income from other retirement accounts$316,000135
YTD Gross Income corporate trust and agency$14,00058
Investment management and investment advisory agency accounts income$490,000183
Foundation and endowment and agency accounts income$57,000173
YTD Gross income other trust and agency accounts$082
YTD Gross income custody and safekeeping agency accounts$26,000220
YTD Gross income other trust accounts$0164
Gross Fiduciary activities income$1,738,000226
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$1,072,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,220,00063
YTD Gross Income employee benefit defined benefit$31,000164
YTD Gross Income from other retirement accounts$1,189,000150
YTD Gross Income corporate trust and agency$130,00060
Investment management and investment advisory agency accounts income$1,992,000187
Foundation and endowment and agency accounts income$227,000194
YTD Gross income other trust and agency accounts$0118
YTD Gross income custody and safekeeping agency accounts$97,000233
YTD Gross income other trust accounts$0229
Gross Fiduciary activities income$6,958,000233
YTD fiduciary expense (Dec. only)$6,111,000183
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$37,000124
YTD net fiduciary income (Dec. only)$884,000341
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$789,000286
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,759,00063
YTD Gross Income employee benefit defined benefit$24,000153
YTD Gross Income from other retirement accounts$933,000145
YTD Gross Income corporate trust and agency$100,00060
Investment management and investment advisory agency accounts income$1,497,000186
Foundation and endowment and agency accounts income$176,000177
YTD Gross income other trust and agency accounts$093
YTD Gross income custody and safekeeping agency accounts$72,000224
YTD Gross income other trust accounts$0184
Gross Fiduciary activities income$5,350,000228
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$518,000279
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,026,00063
YTD Gross Income employee benefit defined benefit$24,000134
YTD Gross Income from other retirement accounts$903,000108
YTD Gross Income corporate trust and agency$35,00062
Investment management and investment advisory agency accounts income$1,036,000170
Foundation and endowment and agency accounts income$123,000174
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000209
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$3,713,000193
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2022-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$246,000260
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$630,00054
YTD Gross Income employee benefit defined benefit$9,000133
YTD Gross Income from other retirement accounts$308,000146
YTD Gross Income corporate trust and agency$30,00054
Investment management and investment advisory agency accounts income$536,000169
Foundation and endowment and agency accounts income$64,000159
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$22,000211
YTD Gross income other trust accounts$0156
Gross Fiduciary activities income$1,845,000201
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$981,000282
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$2,526,00052
YTD Gross Income employee benefit defined benefit$35,000147
YTD Gross Income from other retirement accounts$1,254,000141
YTD Gross Income corporate trust and agency$140,00056
Investment management and investment advisory agency accounts income$1,844,000182
Foundation and endowment and agency accounts income$241,000174
YTD Gross income other trust and agency accounts$0101
YTD Gross income custody and safekeeping agency accounts$84,000224
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$7,105,000200
YTD fiduciary expense (Dec. only)$5,722,000160
YTD fiduciary net loss (Dec. only)$13,000113
YTD fiduciary intracompany income (Dec. only)$5,000124
YTD net fiduciary income (Dec. only)$1,375,000253
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$741,000253
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,886,00053
YTD Gross Income employee benefit defined benefit$26,000136
YTD Gross Income from other retirement accounts$948,000140
YTD Gross Income corporate trust and agency$110,00049
Investment management and investment advisory agency accounts income$1,412,000176
Foundation and endowment and agency accounts income$187,000157
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$67,000204
YTD Gross income other trust accounts$0167
Gross Fiduciary activities income$5,377,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$396,000306
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,210,00053
YTD Gross Income employee benefit defined benefit$18,000141
YTD Gross Income from other retirement accounts$638,000140
YTD Gross Income corporate trust and agency$60,00057
Investment management and investment advisory agency accounts income$1,022,000167
Foundation and endowment and agency accounts income$102,000185
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$48,000209
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$3,494,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2021-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$204,000264
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$555,00062
YTD Gross Income employee benefit defined benefit$8,000136
YTD Gross Income from other retirement accounts$307,000140
YTD Gross Income corporate trust and agency$30,00052
Investment management and investment advisory agency accounts income$512,000168
Foundation and endowment and agency accounts income$54,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000223
YTD Gross income other trust accounts$0158
Gross Fiduciary activities income$1,688,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$860,000293
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,952,00063
YTD Gross Income employee benefit defined benefit$21,000164
YTD Gross Income from other retirement accounts$1,228,000132
YTD Gross Income corporate trust and agency$143,00057
Investment management and investment advisory agency accounts income$1,733,000178
Foundation and endowment and agency accounts income$209,000174
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$85,000227
YTD Gross income other trust accounts$0227
Gross Fiduciary activities income$6,231,000200
YTD fiduciary expense (Dec. only)$5,540,000159
YTD fiduciary net loss (Dec. only)$13,000116
YTD fiduciary intracompany income (Dec. only)$46,000117
YTD net fiduciary income (Dec. only)$724,000296
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$634,000262
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,387,00064
YTD Gross Income employee benefit defined benefit$14,000155
YTD Gross Income from other retirement accounts$904,000129
YTD Gross Income corporate trust and agency$105,00052
Investment management and investment advisory agency accounts income$1,313,000169
Foundation and endowment and agency accounts income$153,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$63,000212
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$4,573,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$414,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$905,00064
YTD Gross Income employee benefit defined benefit$9,000168
YTD Gross Income from other retirement accounts$585,000130
YTD Gross Income corporate trust and agency$35,00060
Investment management and investment advisory agency accounts income$881,000168
Foundation and endowment and agency accounts income$100,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$41,000226
YTD Gross income other trust accounts$0205
Gross Fiduciary activities income$2,970,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2020-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$195,000266
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$459,00065
YTD Gross Income employee benefit defined benefit$5,000151
YTD Gross Income from other retirement accounts$303,000126
YTD Gross Income corporate trust and agency$17,00057
Investment management and investment advisory agency accounts income$480,000161
Foundation and endowment and agency accounts income$45,000168
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000217
YTD Gross income other trust accounts$0171
Gross Fiduciary activities income$1,524,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$801,000283
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,874,00065
YTD Gross Income employee benefit defined benefit$37,000148
YTD Gross Income from other retirement accounts$1,124,000131
YTD Gross Income corporate trust and agency$158,00056
Investment management and investment advisory agency accounts income$1,724,000169
Foundation and endowment and agency accounts income$171,000183
YTD Gross income other trust and agency accounts$0108
YTD Gross income custody and safekeeping agency accounts$75,000234
YTD Gross income other trust accounts$0219
Gross Fiduciary activities income$5,964,000201
YTD fiduciary expense (Dec. only)$4,964,000171
YTD fiduciary net loss (Dec. only)$0159
YTD fiduciary intracompany income (Dec. only)$139,00095
YTD net fiduciary income (Dec. only)$1,139,000237
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$579,000271
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,415,00064
YTD Gross Income employee benefit defined benefit$29,000141
YTD Gross Income from other retirement accounts$844,000127
YTD Gross Income corporate trust and agency$112,00054
Investment management and investment advisory agency accounts income$1,284,000169
Foundation and endowment and agency accounts income$129,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000219
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$4,449,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$399,000290
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$957,00064
YTD Gross Income employee benefit defined benefit$20,000143
YTD Gross Income from other retirement accounts$558,000126
YTD Gross Income corporate trust and agency$36,00066
Investment management and investment advisory agency accounts income$861,000171
Foundation and endowment and agency accounts income$86,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000231
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$2,955,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2019-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$168,000304
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$501,00062
YTD Gross Income employee benefit defined benefit$10,000139
YTD Gross Income from other retirement accounts$283,000124
YTD Gross Income corporate trust and agency$22,00059
Investment management and investment advisory agency accounts income$438,000166
Foundation and endowment and agency accounts income$41,000180
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000222
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$1,483,000198
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$713,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,924,00062
YTD Gross Income employee benefit defined benefit$48,000149
YTD Gross Income from other retirement accounts$1,090,000125
YTD Gross Income corporate trust and agency$120,00063
Investment management and investment advisory agency accounts income$1,752,000174
Foundation and endowment and agency accounts income$163,000186
YTD Gross income other trust and agency accounts$0139
YTD Gross income custody and safekeeping agency accounts$75,000242
YTD Gross income other trust accounts$0246
Gross Fiduciary activities income$5,885,000197
YTD fiduciary expense (Dec. only)$4,592,000170
YTD fiduciary net loss (Dec. only)$7,000143
YTD fiduciary intracompany income (Dec. only)$0148
YTD net fiduciary income (Dec. only)$1,286,000231
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$521,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,449,00064
YTD Gross Income employee benefit defined benefit$38,000139
YTD Gross Income from other retirement accounts$817,000122
YTD Gross Income corporate trust and agency$74,00060
Investment management and investment advisory agency accounts income$1,333,000171
Foundation and endowment and agency accounts income$123,000181
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$56,000235
YTD Gross income other trust accounts$0208
Gross Fiduciary activities income$4,411,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$348,000309
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$972,00063
YTD Gross Income employee benefit defined benefit$26,000135
YTD Gross Income from other retirement accounts$544,000119
YTD Gross Income corporate trust and agency$23,00068
Investment management and investment advisory agency accounts income$895,000167
Foundation and endowment and agency accounts income$82,000180
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000231
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$2,928,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2018-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$167,000311
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$486,00063
YTD Gross Income employee benefit defined benefit$18,000123
YTD Gross Income from other retirement accounts$289,000115
YTD Gross Income corporate trust and agency$10,00072
Investment management and investment advisory agency accounts income$452,000168
Foundation and endowment and agency accounts income$44,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000223
YTD Gross income other trust accounts$0191
Gross Fiduciary activities income$1,486,000199
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$683,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,830,00066
YTD Gross Income employee benefit defined benefit$73,000131
YTD Gross Income from other retirement accounts$978,000127
YTD Gross Income corporate trust and agency$129,00064
Investment management and investment advisory agency accounts income$1,699,000169
Foundation and endowment and agency accounts income$184,000167
YTD Gross income other trust and agency accounts$0159
YTD Gross income custody and safekeeping agency accounts$76,000253
YTD Gross income other trust accounts$0290
Gross Fiduciary activities income$5,652,000195
YTD fiduciary expense (Dec. only)$4,621,000169
YTD fiduciary net loss (Dec. only)$0182
YTD fiduciary intracompany income (Dec. only)$0156
YTD net fiduciary income (Dec. only)$1,031,000243
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$497,000307
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,348,00068
YTD Gross Income employee benefit defined benefit$55,000125
YTD Gross Income from other retirement accounts$711,000128
YTD Gross Income corporate trust and agency$85,00062
Investment management and investment advisory agency accounts income$1,228,000171
Foundation and endowment and agency accounts income$134,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$57,000230
YTD Gross income other trust accounts$0207
Gross Fiduciary activities income$4,115,000196
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$319,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$848,00067
YTD Gross Income employee benefit defined benefit$34,000125
YTD Gross Income from other retirement accounts$463,000129
YTD Gross Income corporate trust and agency$27,00075
Investment management and investment advisory agency accounts income$813,000171
Foundation and endowment and agency accounts income$90,000159
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000227
YTD Gross income other trust accounts$0196
Gross Fiduciary activities income$2,632,000200
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2017-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$151,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$375,00073
YTD Gross Income employee benefit defined benefit$16,000128
YTD Gross Income from other retirement accounts$229,000126
YTD Gross Income corporate trust and agency$18,00065
Investment management and investment advisory agency accounts income$400,000169
Foundation and endowment and agency accounts income$44,000161
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$19,000227
YTD Gross income other trust accounts$0186
Gross Fiduciary activities income$1,252,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$696,000334
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,615,00069
YTD Gross Income employee benefit defined benefit$65,000133
YTD Gross Income from other retirement accounts$837,000136
YTD Gross Income corporate trust and agency$111,00067
Investment management and investment advisory agency accounts income$1,494,000169
Foundation and endowment and agency accounts income$165,000168
YTD Gross income other trust and agency accounts$0162
YTD Gross income custody and safekeeping agency accounts$67,000263
YTD Gross income other trust accounts$0295
Gross Fiduciary activities income$5,050,000195
YTD fiduciary expense (Dec. only)$4,365,000165
YTD fiduciary net loss (Dec. only)$0176
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$685,000281
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$501,000301
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,198,00069
YTD Gross Income employee benefit defined benefit$48,000128
YTD Gross Income from other retirement accounts$613,000129
YTD Gross Income corporate trust and agency$83,00061
Investment management and investment advisory agency accounts income$1,094,000170
Foundation and endowment and agency accounts income$117,000163
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$49,000237
YTD Gross income other trust accounts$0216
Gross Fiduciary activities income$3,703,000197
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$332,000303
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$778,00070
YTD Gross Income employee benefit defined benefit$31,000128
YTD Gross Income from other retirement accounts$398,000131
YTD Gross Income corporate trust and agency$17,00078
Investment management and investment advisory agency accounts income$707,000174
Foundation and endowment and agency accounts income$74,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$32,000238
YTD Gross income other trust accounts$0212
Gross Fiduciary activities income$2,369,000206
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2016-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$127,000329
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$386,00070
YTD Gross Income employee benefit defined benefit$14,000136
YTD Gross Income from other retirement accounts$197,000129
YTD Gross Income corporate trust and agency$9,00077
Investment management and investment advisory agency accounts income$345,000178
Foundation and endowment and agency accounts income$34,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$15,000240
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,127,000211
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$565,000374
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,577,00068
YTD Gross Income employee benefit defined benefit$49,000157
YTD Gross Income from other retirement accounts$829,000125
YTD Gross Income corporate trust and agency$80,00075
Investment management and investment advisory agency accounts income$1,470,000171
Foundation and endowment and agency accounts income$145,000187
YTD Gross income other trust and agency accounts$0179
YTD Gross income custody and safekeeping agency accounts$65,000280
YTD Gross income other trust accounts$801,00052
Gross Fiduciary activities income$5,581,000187
YTD fiduciary expense (Dec. only)$4,035,000179
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0160
YTD net fiduciary income (Dec. only)$1,546,000183
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$421,000320
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,207,00069
YTD Gross Income employee benefit defined benefit$39,000141
YTD Gross Income from other retirement accounts$626,000122
YTD Gross Income corporate trust and agency$61,00065
Investment management and investment advisory agency accounts income$1,126,000170
Foundation and endowment and agency accounts income$111,000176
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$51,000243
YTD Gross income other trust accounts$621,00054
Gross Fiduciary activities income$4,263,000185
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$300,000318
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$819,00067
YTD Gross Income employee benefit defined benefit$27,000141
YTD Gross Income from other retirement accounts$425,000121
YTD Gross Income corporate trust and agency$16,00082
Investment management and investment advisory agency accounts income$757,000171
Foundation and endowment and agency accounts income$77,000173
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$35,000236
YTD Gross income other trust accounts$439,00052
Gross Fiduciary activities income$2,895,000186
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2015-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$155,000313
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$401,00066
YTD Gross Income employee benefit defined benefit$13,000141
YTD Gross Income from other retirement accounts$200,000126
YTD Gross Income corporate trust and agency$7,00084
Investment management and investment advisory agency accounts income$363,000176
Foundation and endowment and agency accounts income$35,000180
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$16,000242
YTD Gross income other trust accounts$212,00045
Gross Fiduciary activities income$1,402,000192
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$499,000401
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,506,00067
YTD Gross Income employee benefit defined benefit$50,000156
YTD Gross Income from other retirement accounts$769,000128
YTD Gross Income corporate trust and agency$69,00081
Investment management and investment advisory agency accounts income$1,215,000191
Foundation and endowment and agency accounts income$146,000174
YTD Gross income other trust and agency accounts$0174
YTD Gross income custody and safekeeping agency accounts$66,000271
YTD Gross income other trust accounts$556,00069
Gross Fiduciary activities income$4,876,000199
YTD fiduciary expense (Dec. only)$3,993,000178
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0165
YTD net fiduciary income (Dec. only)$883,000252
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$376,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,105,00067
YTD Gross Income employee benefit defined benefit$37,000147
YTD Gross Income from other retirement accounts$571,000125
YTD Gross Income corporate trust and agency$48,00069
Investment management and investment advisory agency accounts income$899,000192
Foundation and endowment and agency accounts income$110,000171
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$50,000239
YTD Gross income other trust accounts$340,00074
Gross Fiduciary activities income$3,536,000203
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$255,000335
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$724,00070
YTD Gross Income employee benefit defined benefit$25,000144
YTD Gross Income from other retirement accounts$382,000123
YTD Gross Income corporate trust and agency$12,00083
Investment management and investment advisory agency accounts income$583,000195
Foundation and endowment and agency accounts income$74,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$34,000235
YTD Gross income other trust accounts$82,00099
Gross Fiduciary activities income$2,171,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2014-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$133,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$363,00070
YTD Gross Income employee benefit defined benefit$13,000145
YTD Gross Income from other retirement accounts$197,000116
YTD Gross Income corporate trust and agency$7,00076
Investment management and investment advisory agency accounts income$284,000198
Foundation and endowment and agency accounts income$38,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000225
YTD Gross income other trust accounts$0197
Gross Fiduciary activities income$1,053,000219
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$607,000343
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,228,00072
YTD Gross Income employee benefit defined benefit$51,000151
YTD Gross Income from other retirement accounts$710,000125
YTD Gross Income corporate trust and agency$65,00081
Investment management and investment advisory agency accounts income$1,011,000204
Foundation and endowment and agency accounts income$131,000177
YTD Gross income other trust and agency accounts$0172
YTD Gross income custody and safekeeping agency accounts$69,000253
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$3,872,000221
YTD fiduciary expense (Dec. only)$3,068,000197
YTD fiduciary net loss (Dec. only)$0189
YTD fiduciary intracompany income (Dec. only)$0162
YTD net fiduciary income (Dec. only)$804,000242
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$449,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$891,00077
YTD Gross Income employee benefit defined benefit$41,000134
YTD Gross Income from other retirement accounts$549,000117
YTD Gross Income corporate trust and agency$50,00066
Investment management and investment advisory agency accounts income$757,000198
Foundation and endowment and agency accounts income$100,000162
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$54,000219
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$2,891,000215
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$298,000305
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$591,00077
YTD Gross Income employee benefit defined benefit$29,000127
YTD Gross Income from other retirement accounts$370,000113
YTD Gross Income corporate trust and agency$20,00075
Investment management and investment advisory agency accounts income$514,000190
Foundation and endowment and agency accounts income$67,000158
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$38,000215
YTD Gross income other trust accounts$0203
Gross Fiduciary activities income$1,927,000212
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2013-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$137,000314
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$297,00075
YTD Gross Income employee benefit defined benefit$12,000131
YTD Gross Income from other retirement accounts$189,000108
YTD Gross Income corporate trust and agency$8,00074
Investment management and investment advisory agency accounts income$261,000187
Foundation and endowment and agency accounts income$34,000160
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$20,000218
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$958,000213
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$265,000464
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,027,00084
YTD Gross Income employee benefit defined benefit$86,000127
YTD Gross Income from other retirement accounts$596,000135
YTD Gross Income corporate trust and agency$44,00092
Investment management and investment advisory agency accounts income$665,000238
Foundation and endowment and agency accounts income$109,000182
YTD Gross income other trust and agency accounts$0169
YTD Gross income custody and safekeeping agency accounts$59,000280
YTD Gross income other trust accounts$0288
Gross Fiduciary activities income$2,851,000247
YTD fiduciary expense (Dec. only)$2,760,000197
YTD fiduciary net loss (Dec. only)$0188
YTD fiduciary intracompany income (Dec. only)$0167
YTD net fiduciary income (Dec. only)$91,000452
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$205,000336
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$782,00082
YTD Gross Income employee benefit defined benefit$56,000125
YTD Gross Income from other retirement accounts$439,000129
YTD Gross Income corporate trust and agency$33,00078
Investment management and investment advisory agency accounts income$482,000232
Foundation and endowment and agency accounts income$81,000165
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$42,000245
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$2,120,000247
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$127,000341
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$528,00080
YTD Gross Income employee benefit defined benefit$36,000126
YTD Gross Income from other retirement accounts$278,000142
YTD Gross Income corporate trust and agency$7,00097
Investment management and investment advisory agency accounts income$318,000233
Foundation and endowment and agency accounts income$52,000166
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$24,000251
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$1,370,000253
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2012-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$42,000351
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$248,00082
YTD Gross Income employee benefit defined benefit$18,000127
YTD Gross Income from other retirement accounts$138,000142
YTD Gross Income corporate trust and agency$0127
Investment management and investment advisory agency accounts income$164,000225
Foundation and endowment and agency accounts income$26,000167
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$9,000272
YTD Gross income other trust accounts$0188
Gross Fiduciary activities income$645,000265
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$148,000505
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$978,00085
YTD Gross Income employee benefit defined benefit$68,000127
YTD Gross Income from other retirement accounts$545,000136
YTD Gross Income corporate trust and agency$87,00071
Investment management and investment advisory agency accounts income$627,000235
Foundation and endowment and agency accounts income$91,000186
YTD Gross income other trust and agency accounts$0167
YTD Gross income custody and safekeeping agency accounts$11,000401
YTD Gross income other trust accounts$0299
Gross Fiduciary activities income$2,555,000225
YTD fiduciary expense (Dec. only)$2,376,000218
YTD fiduciary net loss (Dec. only)$0203
YTD fiduciary intracompany income (Dec. only)$0170
YTD net fiduciary income (Dec. only)$179,000418
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$111,000352
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$739,00086
YTD Gross Income employee benefit defined benefit$51,000128
YTD Gross Income from other retirement accounts$412,000136
YTD Gross Income corporate trust and agency$76,00064
Investment management and investment advisory agency accounts income$475,000229
Foundation and endowment and agency accounts income$67,000170
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$8,000309
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,939,000225
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$71,000358
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$484,00088
YTD Gross Income employee benefit defined benefit$33,000129
YTD Gross Income from other retirement accounts$277,000136
YTD Gross Income corporate trust and agency$48,00066
Investment management and investment advisory agency accounts income$290,000235
Foundation and endowment and agency accounts income$41,000172
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$6,000310
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,278,000227
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2011-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$36,000359
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$234,00091
YTD Gross Income employee benefit defined benefit$17,000132
YTD Gross Income from other retirement accounts$131,000144
YTD Gross Income corporate trust and agency$10,00079
Investment management and investment advisory agency accounts income$142,000241
Foundation and endowment and agency accounts income$19,000178
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$3,000316
YTD Gross income other trust accounts$0200
Gross Fiduciary activities income$604,000238
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$71,000519
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,334,00070
YTD Gross Income employee benefit defined benefit$28,000182
YTD Gross Income from other retirement accounts$271,000215
YTD Gross Income corporate trust and agency$0246
Investment management and investment advisory agency accounts income$331,000312
Foundation and endowment and agency accounts income$42,000238
YTD Gross income other trust and agency accounts$26,000102
YTD Gross income custody and safekeeping agency accounts$15,000406
YTD Gross income other trust accounts$0312
Gross Fiduciary activities income$2,118,000252
YTD fiduciary expense (Dec. only)$2,177,000225
YTD fiduciary net loss (Dec. only)$0194
YTD fiduciary intracompany income (Dec. only)$0166
YTD net fiduciary income (Dec. only)$-59,0007,600
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$52,000356
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$965,00069
YTD Gross Income employee benefit defined benefit$18,000168
YTD Gross Income from other retirement accounts$200,000201
YTD Gross Income corporate trust and agency$0164
Investment management and investment advisory agency accounts income$248,000268
Foundation and endowment and agency accounts income$32,000194
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$13,000306
YTD Gross income other trust accounts$0210
Gross Fiduciary activities income$1,547,000250
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$35,000357
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$644,00072
YTD Gross Income employee benefit defined benefit$9,000181
YTD Gross Income from other retirement accounts$130,000206
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts income$163,000271
Foundation and endowment and agency accounts income$21,000188
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$12,000300
YTD Gross income other trust accounts$0209
Gross Fiduciary activities income$1,028,000254
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2010-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$18,000361
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$318,00074
YTD Gross Income employee benefit defined benefit$3,000191
YTD Gross Income from other retirement accounts$60,000218
YTD Gross Income corporate trust and agency$0148
Investment management and investment advisory agency accounts income$77,000276
Foundation and endowment and agency accounts income$10,000190
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$7,000285
YTD Gross income other trust accounts$0202
Gross Fiduciary activities income$501,000262
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$68,000514
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$1,067,00077
YTD Gross Income employee benefit defined benefit$13,000223
YTD Gross Income from other retirement accounts$268,000199
YTD Gross Income corporate trust and agency$0248
Investment management and investment advisory agency accounts income$328,000306
Foundation and endowment and agency accounts income$38,000216
YTD Gross income other trust and agency accounts$34,000103
YTD Gross income custody and safekeeping agency accounts$39,000331
YTD Gross income other trust accounts$0317
Gross Fiduciary activities income$1,855,000261
YTD fiduciary expense (Dec. only)$2,298,000219
YTD fiduciary net loss (Dec. only)$0207
YTD fiduciary intracompany income (Dec. only)$0159
YTD net fiduciary income (Dec. only)$-443,0007,979
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$54,000352
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$758,00078
YTD Gross Income employee benefit defined benefit$10,000185
YTD Gross Income from other retirement accounts$186,000201
YTD Gross Income corporate trust and agency$0161
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$29,000265
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$1,324,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$34,000358
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$453,00082
YTD Gross Income employee benefit defined benefit$6,000188
YTD Gross Income from other retirement accounts$119,000205
YTD Gross Income corporate trust and agency$0158
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$18,000274
YTD Gross income other trust accounts$0218
Gross Fiduciary activities income$815,000284
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2009-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accounts$19,000355
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contribution$200,00088
YTD Gross Income employee benefit defined benefit$3,000183
YTD Gross Income from other retirement accounts$61,000196
YTD Gross Income corporate trust and agency$0147
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accounts$10,000270
YTD Gross income other trust accounts$0211
Gross Fiduciary activities income$380,000295
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0187
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,938,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,481,000272
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,010,000275
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2008-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$498,000279
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$2,082,000268
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,548,000269
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$988,000278
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2007-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$493,000277
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0197
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,604,000311
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,145,000323
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$735,000331
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2006-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$359,000330
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$2,000201
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$855,000433
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$525,000483
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$329,000499
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2005-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$143,000561
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0199
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$462,000596
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$343,000598
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$196,000642
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2004-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$74,000707
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0203
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$207,000792
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-09-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$140,000818
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-06-30Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$73,000893
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2003-03-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$36,000899
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2002-12-31Rank
Fiduciary powers granted$1,0001
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0218
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$1,0001,652
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2001-12-31Rank
Fiduciary powers granted$1,0002
Fiduciary power exercised$1,0001
Fiduciary or related activity$1,0001
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accounts$0240
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,731
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
2000-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,332
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1999-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,380
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1998-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,398
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1997-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,450
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1996-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,526
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1995-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,590
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1994-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,599
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1993-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,630
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA
1992-12-31Rank
Fiduciary powers grantedNANA
Fiduciary power exercisedNANA
Fiduciary or related activityNANA
YTD Gross Income from Personal trust and agency accountsNANA
Employee benefit and retirement-related trust and agency accounts
YTD Gross Income employee benefit defined contributionNANA
YTD Gross Income employee benefit defined benefitNANA
YTD Gross Income from other retirement accountsNANA
YTD Gross Income corporate trust and agencyNANA
Investment management and investment advisory agency accounts incomeNANA
Foundation and endowment and agency accounts incomeNANA
YTD Gross income other trust and agency accountsNANA
YTD Gross income custody and safekeeping agency accountsNANA
YTD Gross income other trust accountsNANA
Gross Fiduciary activities income$01,658
YTD fiduciary expense (Dec. only)NANA
YTD fiduciary net loss (Dec. only)NANA
YTD fiduciary intracompany income (Dec. only)NANA
YTD net fiduciary income (Dec. only)NANA
Memoranda:
YTD foreign offices total gross fiduciary incomeNANA